Project Portfolio Management Toolkit

Save time, empower your teams and effectively upgrade your processes with access to this practical Project Portfolio Management Toolkit and guide. Address common challenges with best-practice templates, step-by-step work plans and maturity diagnostics for any Project Portfolio Management related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Project Portfolio Management specific requirements:

STEP 1: Get your bearings

Start with...


• The latest quick edition of the Project Portfolio Management Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.


Organized in a data driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…


• Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation


Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 993 new and updated case-based questions, organized into seven core areas of process design, this Self-Assessment will help you identify areas in which Project Portfolio Management improvements can be made.

Examples; 10 of the 993 standard requirements:


1. How do you improve collaboration between the PMO and EA to deliver transformative change aligned with business objectives?
   
   

2. Do the collaborative learning environments differ with regard to the incidence of interactions beneficial for learning?
   
   

3. What arguments will you use to support the use of project portfolio management in the project environments?
   
   

4. What is the most appropriate level of autonomy for a purchaser to guarantee efficiency, quality and equity?
   
   

5. How will enterprises assure that IT governance decisions are aligned with enterprise strategic imperatives?
   
   

6. How does your organization communicate customer needs, preferences, requirements with upstream suppliers?
   
   

7. How much knowledge and experience does the team have with the software development process you are using?
   
   

8. Are all project or program benefits documented in a benefits register and benefits realization roadmap?
   
   

9. Is effective change control being utilized to close gaps between expected benefits and actual benefits?
   
   

10. How do you analyse what is needed within your organization in order to scale the agile ways of working?
    
    


Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:


• The workbook is the latest in-depth complete edition of the Project Portfolio Management book in PDF containing 993 requirements, which criteria correspond to the criteria in...


Your Project Portfolio Management self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:


• The Self-Assessment Excel Dashboard; with the Project Portfolio Management Self-Assessment and Scorecard you will develop a clear picture of which Project Portfolio Management areas need attention, which requirements you should focus on and who will be responsible for them:
  
  


• Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix

• Gives you a professional Dashboard to guide and perform a thorough Project Portfolio Management Self-Assessment

• Is secure: Ensures offline data protection of your Self-Assessment results

• Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:



STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Project Portfolio Management projects with the 62 implementation resources:


• 62 step-by-step Project Portfolio Management Project Management Form Templates covering over 1500 Project Portfolio Management project requirements and success criteria:


Examples; 10 of the check box criteria:


1. Procurement Management Plan: Has a provision been made to reassess Project Portfolio Management project risks at various Project Portfolio Management project stages?
   
   

2. Planning Process Group: Does the program have follow-up mechanisms (to verify the quality of the products, punctuality of delivery, etc.) to measure progress in the achievement of the envisaged results?
   
   

3. Project Scope Statement: Is this process communicated to the customer and team members?
   
   

4. Change Management Plan: What prerequisite knowledge or training is required?
   
   

5. Contract Close-Out: How is the contracting office notified of the automatic contract close-out?
   
   

6. Contract Close-Out: Has each contract been audited to verify acceptance and delivery?
   
   

7. Probability and Impact Matrix: Is the customer technically sophisticated in the product area?
   
   

8. Duration Estimating Worksheet: How can the Project Portfolio Management project be displayed graphically to better visualize the activities?
   
   

9. Activity Duration Estimates: Do scope statements include the Project Portfolio Management project objectives and expected deliverables?
   
   

10. Procurement Management Plan: What were things that you did well, and could improve, and how?


 
Step-by-step and complete Project Portfolio Management Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:


• 1.1 Project Portfolio Management project Charter

• 1.2 Stakeholder Register

• 1.3 Stakeholder Analysis Matrix


2.0 Planning Process Group:


• 2.1 Project Portfolio Management project Management Plan

• 2.2 Scope Management Plan

• 2.3 Requirements Management Plan

• 2.4 Requirements Documentation

• 2.5 Requirements Traceability Matrix

• 2.6 Project Portfolio Management project Scope Statement

• 2.7 Assumption and Constraint Log

• 2.8 Work Breakdown Structure

• 2.9 WBS Dictionary

• 2.10 Schedule Management Plan

• 2.11 Activity List

• 2.12 Activity Attributes

• 2.13 Milestone List

• 2.14 Network Diagram

• 2.15 Activity Resource Requirements

• 2.16 Resource Breakdown Structure

• 2.17 Activity Duration Estimates

• 2.18 Duration Estimating Worksheet

• 2.19 Project Portfolio Management project Schedule

• 2.20 Cost Management Plan

• 2.21 Activity Cost Estimates

• 2.22 Cost Estimating Worksheet

• 2.23 Cost Baseline

• 2.24 Quality Management Plan

• 2.25 Quality Metrics

• 2.26 Process Improvement Plan

• 2.27 Responsibility Assignment Matrix

• 2.28 Roles and Responsibilities

• 2.29 Human Resource Management Plan

• 2.30 Communications Management Plan

• 2.31 Risk Management Plan

• 2.32 Risk Register

• 2.33 Probability and Impact Assessment

• 2.34 Probability and Impact Matrix

• 2.35 Risk Data Sheet

• 2.36 Procurement Management Plan

• 2.37 Source Selection Criteria

• 2.38 Stakeholder Management Plan

• 2.39 Change Management Plan


3.0 Executing Process Group:


• 3.1 Team Member Status Report

• 3.2 Change Request

• 3.3 Change Log

• 3.4 Decision Log

• 3.5 Quality Audit

• 3.6 Team Directory

• 3.7 Team Operating Agreement

• 3.8 Team Performance Assessment

• 3.9 Team Member Performance Assessment

• 3.10 Issue Log


4.0 Monitoring and Controlling Process Group:


• 4.1 Project Portfolio Management project Performance Report

• 4.2 Variance Analysis

• 4.3 Earned Value Status

• 4.4 Risk Audit

• 4.5 Contractor Status Report

• 4.6 Formal Acceptance


5.0 Closing Process Group:


• 5.1 Procurement Audit

• 5.2 Contract Close-Out

• 5.3 Project Portfolio Management project or Phase Close-Out

• 5.4 Lessons Learned


Results

With this Three Step process you will have all the tools you need for any Project Portfolio Management project with this in-depth Project Portfolio Management Toolkit.

In using the Toolkit you will be better able to:


• Diagnose Project Portfolio Management projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices

• Implement evidence-based best practice strategies aligned with overall goals

• Integrate recent advances in Project Portfolio Management and put process design strategies into practice according to best practice guidelines


Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Project Portfolio Management investments work better.

This Project Portfolio Management All-Inclusive Toolkit enables You to be that person.

Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.